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Register to join our upcoming virtual Adviser Insights event.

Tax year end is fast approaching and we’re here to support you and your clients at this busy time. We’ve outlined the important deadlines for sending us applications and other top-ups to ensure your clients’ money is invested for this tax year.

A year on from the arrival of a global pandemic, and we finally have reason to feel optimistic again. The government has laid down a roadmap to normal life, and key data indicators are already pointing to a strong economic recovery in the next two to three years.

“The fact cash exists, doesn’t make it useful” was the parting thought of Stephen King, renowned economist and author who spoke at the first of our Invested for the Future virtual events on Thursday 25 February.

Sanlam UK announces today that it is to cease charging VAT on discretionary model portfolio services.

Register to join our upcoming virtual Adviser Insights event.

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.

Capital gains tax (CGT) falls outside of the Conservative’s election promise not to raise taxes and is one way of starting to replenish the public purse after the ravaging effects of covid-19. Although it’s not advisable to make changes to your investment strategy until new rules or legislation are formally announced, we believe that CGT allowances are likely to become less generous.